Junior Investment Manager
Our client one of the UK’s leading Wealth Management and Advisory firms is looking to recruit a Junior Investment Manager to provide support to a small team of Investment Managers whilst ultimately working towards their level 7 Investment Qualification and ultimately becoming a fully fledged Investment Manager.
This is a very varied role. You will be involved in the following:
- Producing client reports and client valuations
- Performance monitoring
- Resolving client queries
- Supporting Investment Managers and Directors
- Opening new accounts
- Ensuring Capital Gains Tax records are complete
- Analysing companies
- Shadowing more senior colleagues
The successful candidate will be able to build client relationships. You’ll be a natural problem solver and particularly able to make clients feel you can solve their problems. Degree qualified you’ll attend extensive external training courses and will be encouraged to gain your professional qualification either the Masters in Wealth Management or the CFA. A team player you’ll probably have a couple of years work experience and if not then a demonstrable interest in the financial Markets and active life outside university. Efficiency and attention to detail are essential. Good written English is also important. This is a unique opportunity to join a highly experienced team of professionals at the top of their game.